Institutional 13F Filings

Every institution's latest SEC Form 13F filing, ordered by most recently filed. Sourced from SEC EDGAR and updated quarterly — sort by reported value, turnover, or holdings instead using the menu below.

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13,276

Institutions Tracked

SEC EDGAR

Data Source

Quarterly

Updated

Institution	AUM	QoQ %	Holdings	Top Holding	Latest Quarter
PF Privium Fund ManagementMomentum follower	$240.4M	+21.8%	29 +9	ACWI	2026-06-30
KH Koesten, Hirschmann & Crabtree, INC.Sector-focused	$240.2M	+17.0%	52 +11	FNDX	2026-06-30
MS Mitchell Sinkler & Starr/paDiversified strategy	$240.1M	+10.8%	155 +12	VOO	2026-06-30
WF Worth Financial Advisory Group, LLCDiversified strategy	$240.0M	+5.7%	202 +152	GSLC	2026-06-30
GW Grand Wealth Management, LLCMomentum follower	$239.9M	+12.9%	49 -38	DFAC	2026-06-30
CA Cobblestone Asset Management LLCDiversified strategy	$239.8M	+7.8%	74 +1	JPST	2026-06-30
GG GPM Growth Investors, Inc.Contrarian	$239.5M	+0.7%	43 +1	GOOGL	2026-06-30
SC Southern Capital Advisors, LLCDiversified strategy	$239.5M	+12.1%	84 -1	IUSV	2026-06-30
BF Brown Financial AdvisoryConcentrated strategy	$239.4M	+18.7%	49	SPYM	2026-06-30
CP Cerity Partners Retirement Plan Advisors LLCMomentum follower	$239.4M	+22.3%	34 +3	SPY	2026-06-30
VH Visionary Horizons, LLCDiversified strategy	$239.3M	+17.9%	145 +17	SCHG	2026-06-30
FC First Citizens Financial CorpDiversified strategy	$239.2M	+12.9%	140 +4	IYW	2026-06-30
A& Aull & Monroe Investment Management CorpDiversified strategy	$239.2M	+11.1%	126 +1	CAT	2026-06-30
RW R. W. Roge & Company, Inc.Diversified strategy	$239.1M	+13.9%	69 +3	VOO	2026-06-30
CF Cna Financial CORPMomentum follower	$239.0M	+1.6%	18 +3	EPD	2026-06-30
BF Bright Financial Advisors, Inc.Diversified strategy	$238.9M	+9.4%	72 +5	AGG	2026-06-30
KF Kapstone Financial Advisors LLCDiversified strategy	$238.8M	+17.0%	175 +21	IVV	2026-06-30
CF CDC Financial, Inc.Diversified strategy	$238.8M	+51.9%	53 +4	SPY	2026-06-30
CP Carl P. Sherr & Co., LLCDiversified strategy	$238.6M	+12.1%	134 +10	IVW	2026-06-30
VI Victrix Investment AdvisorsDiversified strategy	$238.5M	-13.4%	75 -32	GOOGL	2026-06-30
CC Clarity Capital Advisors, LLCDiversified strategy	$238.5M	+11.2%	95	VTI	2026-06-30
NS Norway Savings BankDiversified strategy	$238.5M	+13.1%	177 +3	GOOGL	2026-06-30
CN City National Bank Of Florida /msdDiversified strategy	$238.5M	+42.2%	160 +24	IVV	2026-06-30
CW Collaborative Wealth Managment Inc.Diversified strategy	$238.4M	+9.4%	171 +8	BUFF	2026-06-30
PF Pinnacle Family Advisors, LLCDiversified strategy	$238.4M	+12.0%	155 +20	FCUS	2026-06-30
RM Ring Mountain Capital, LLCDiversified strategy	$238.3M	+30.3%	107 +12	AAPL	2026-06-30
SC SMA Capital LLCDiversified strategy	$238.1M	+2.8%	121 +25	AME	2026-06-30
TC Tandem Capital Management CORP /advDiversified strategy	$237.8M	+19.1%	118 +8	GE	2026-06-30
SA Soviero Asset Management, LPDiversified strategy	$237.8M	+18.7%	64 +7	DVN	2026-06-30
GR Green Ridge Wealth Planning LLCDiversified strategy	$237.8M	+25.1%	94 +8	QQQ	2026-06-30
HA Horizon Advisory Services, Inc.Momentum follower	$237.6M	+21.6%	51 +2	FTCE	2026-06-30
BC Boit C F DavidDiversified strategy	$237.6M	+5.5%	85 -34	BRK-B	2026-06-30
CS Cornerstone Select Advisors, LLCDiversified strategy	$237.6M	+48.8%	149 +25	MU	2026-06-30
BP Bluedoor Private Wealth, LLCDiversified strategy	$237.5M	+10.1%	164 +17	JPST	2026-06-30
TL Tableaux LLCDiversified strategy	$237.5M	+15.0%	120 +7	SPYM	2026-06-30
NB NBH BankDiversified strategy	$237.4M	—	552	IWF	2026-06-30
CF Client First Investment Management LLCConcentrated strategy	$237.3M	+23.4%	28 +12	ADPV	2026-06-30
GP Grant Private Wealth Management IncDiversified strategy	$237.2M	+25.8%	164 +10	NVDA	2026-06-30
CP Crestview Partners III GP, L.P.Concentrated strategy	$237.2M	+21.6%	1 -1	Fidelis Insurance Hldgs Ltd	2026-06-30
SA Sequent Asset Management, LLCDiversified strategy	$237.1M	+13.5%	90	FXAIX	2026-06-30
AI Arcadia Investment Advisors LLCDiversified strategy	$237.1M	+11.9%	80 -1	VV	2026-06-30
RF Retiremitten Financial LLCMomentum follower	$237.1M	+14.6%	47 -137	SPYM	2026-06-30
BT BancFirst Trust & Investment ManagementSector-focused	$237.0M	+4.7%	85 +28	BANF	2026-06-30
TB True Blue Financial, LLCDiversified strategy	$236.9M	+86.7%	61 +9	SPYG	2026-06-30
CA Continental Advisors LLCSector-focused	$236.9M	+20.9%	50	SPY	2026-06-30
GS Grove Street Fiduciary, LLCDiversified strategy	$236.8M	+4.3%	75 +1	VBR	2026-06-30
TR Trail Ridge Investment Advisors, LLCDiversified strategy	$236.8M	+2.9%	93 -6	EMXC	2026-06-30
CF Compass Financial Group, Inc.Diversified strategy	$236.7M	+6.7%	51 +4	IVV	2026-06-30
AL Ade, LLCDiversified strategy	$236.7M	+13.4%	93 +7	VOO	2026-06-30
MW Miller Wealth Advisors, LLCLong-term holder	$236.6M	-8.9%	122 +5	AMZN	2026-06-30
TC TAM Capital Management Inc.High-turnover trader	$236.5M	+15.5%	9 +2	CI	2026-06-30

Showing 5,917-5,967 of 13,276 institutions